How to Edit Inventory Item

Use this workflow to update item master setup for an existing active inventory part.

When to use this workflow

Use Edit when the part's setup needs to be corrected or maintained, such as description, source, product line, sort code, inspection flag, lot tracking flag, shelf life, pricing, vendor setup, purchasing setup, cycle count priority, Schedule B, or ECCN.

Do not use item edits to correct current quantity, lot number, lot cost, or inventory value. Use Adjustments Overview for those corrections.

Before you start

Confirm:

• The selected part is the correct part.
• The requested setup change has been reviewed.
• The change should apply going forward.
• Any impact on purchasing, sales, manufacturing, cycle counting, reports, or GL reconciliation is understood.

Steps

1. Go to Dashboard > Inventory > Parts.
2. Search for the part.
3. Expand the part row.
4. Select Edit.
5. Update the needed fields.
6. Review the full item detail before saving.
7. Select Save.

To leave without saving, select Cancel.

What happens behind the scenes

PAX updates the inventory master record for the part and refreshes the Inventory screen.

This workflow does not change lot quantities, lot costs, historical purchase orders, sales orders, work orders, shipments, or journal entries.

Because product line, source, lot tracking, shelf life, purchasing UOM, conversion factor, and cycle count priority can affect future workflows and reports, changes should be intentional and reviewed before saving.

Related docs

• Parts Overview
• Inventory Item Detail Overview
• Inventory Lot Detail Overview
• Adjustments Overview